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Dogwood Wealth Management’s SS&C Technologies SSNC Stock Holding History

Dogwood Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$4.26K – 915
2026
Q1 		$4.26K Buy
63
+56
+800% +$4.3K ﹤0.01% 511
2025
Q4 		$612 Buy
+7
New +$597 ﹤0.01% 653
2024
Q3 		– Hold
0
– – – 503
2024
Q2 		– Hold
0
– – – 532
2024
Q1 		– Hold
0
– – – 534
2023
Q4 		– Hold
0
– – – 502

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dogwood Wealth Management's SSNC Position: Q2 2026 in Review

Dogwood Wealth Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 63 shares — an estimated $4.26K sold.

Dogwood Wealth Management first reported a position in SSNC in Q4 2025 and held it in 2 quarters. The position peaked at $4.26K in Q1 2026. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Dogwood Wealth Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 63 SS&C Technologies shares in Q2 2026, an estimated $4.26K.
  • Dogwood Wealth Management first reported a position in SS&C Technologies in Q4 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's SS&C Technologies position peaked at $4.26K in Q1 2026.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.